Robinhood Markets's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-27. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $1,424 million (+11.8% vs a year earlier) |
| Diluted EPS (GAAP) | $0.51 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $0.60 |
| Full-year guidance | Stated (no change given) |
Guidance
Robinhood's only 2026 outlook is adjusted operating expenses and SBC of $2.675–2.75 billion, top end trimmed $25 million; no revenue or EPS outlook.
Why this label: Only full-year guide is an expense range (top end of Adjusted Opex and SBC cut by $25M); no revenue/EPS outlook. An expense cut is not an outlook cut.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| Adjusted Operating Expenses and SBC | FY2026 | $2.675–2.75 billion | $2.675–2.775 billion |
From the release
Revenue: "Total net revenues · 1,274 · 1,424 · 12 · %"
Earnings per share: "Diluted EPS down 16% year-over-year to $0.51; Adjusted EPS down 3% year-over-year to $0.60"
Adjusted Operating Expenses and SBC: "Our prior outlook for 2026 Adjusted Operating Expenses and SBC provided at Q2 2026 Earnings (July 29, 2026) was $2.675 to $2.775 billion. As we look ahead to the rest of the year, we are lowering the top end of our prior outlook by $25 million to a range of $2.675 to $2.75 billion"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Record revenue of $1.42 billion, up 12%; event contracts revenue up over 6x
Source
Robinhood Markets earnings release (SEC filing), accession 0001783879-26-000164, filed 2026-10-27.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.